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Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments.
Job Responsibility:
Generate new business opportunities to fuel Addepar’s growth
Create and prioritize strategic target account lists and account attack plans within a defined territory
Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
Conduct high level discovery conversations and meetings with prospect accounts
Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth
Achieve quarterly quotas of qualified opportunities created
Requirements:
2-3 years of experience in outbound SaaS prospecting roles with proven track record of success
Knowledge of private banking, wealth management prospecting a plus
Strong work ethic, energetic, proactive, team player
Excellent problem solving, communication, organization and time management skills
Flexibility and ability to adapt to new demands
strong sense of urgency
Assertiveness, directness, and a 'company first' mentality
Experience working with Salesforce, Gong, and Salesloft is a plus
Applicants must have legal authorization to work in the country where this role is based on the first day of employment
Nice to have:
Fintech or financial services experience
Knowledge of private banking, wealth management prospecting
Experience working with Salesforce, Gong, and Salesloft
What we offer:
Reasonable accommodation for individuals with disabilities
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